See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,321 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.38% | 65.07%-26.7pp | 58.88%-20.5pp | 217.08%-178.7pp |
| Employer contribution / active EE | $1,168 | $4,810-75.7% | $4,305-72.9% | $4,299-72.8% |
| Participant deferral / active EE | $3,515 | $6,272-43.9% | $5,540-36.5% | $6,507-46.0% |
| Admin fee / account holder | $260 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |